Intergenerational planning for financial advisers
Insight, expertise and practical solutions from Prudential, to support forward-thinking advisers in extending their expertise and value across more generations of a family.
The growing opportunity for advisers
Intergenerational planning has, in recent years, become an increasingly important driver within mainstream financial planning. Driven by shifts in tax, legislation and the accumulation of wealth, advisers have been providing a holistic financial advice service to entire families, ensuring that wealth is protected and opportunities for growth are optimised from one generation to the next.
£5.5trn
The sum expected to be passed to the next generation in the UK 2020-2047*
3.9%
The number of UK deaths resulting in an inheritance charge bill in latest HMRC data**
£179K
The average UK IHT tax bill, with many families neglecting financial planning***
£5.1bn
The scale of consumer IHT receipts in 2019/20****
*Kings Court Trust. https://www.kctrust.co.uk/partner-blog/infographic-intergenerational-wealth **https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/903290/IHT_Commentary.pdf ***https://www.thetimes.co.uk/money-mentor/guide/guide-inheritance-planning/
****https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/903191/Table_12_1.pdf
Download the 'Family Wealth Unlocked' report
Research that enables your to have more informed intergenerational planning conversations
The value of Intergenerational planning
This short video introduces what Intergenerational Planning is and how it could help your clients get their money to the right place.
Case Studies
Read our range of case studies to help put your client’s scenarios into context
Read client case studiesIntergenerational briefing
The latest news on financial products, regulatory briefings, expert market commentary and research to ensure you’re up to date with new thinking and developments.
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